Venturi Wealth Management’s Coupang CPNG Stock Holding History

Venturi Wealth Management’s Portfolio CPNG Stock Details CPNG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$365K	Sell
2025 Q2	$351K	Hold
2025 Q1	$257K	Sell
2024 Q4	$268K	Sell
2024 Q3	$309K	Buy
2024 Q2	$149K	Buy
2024 Q1	$1.78K	Sell
2023 Q4	$8.1K	Buy
2023 Q3	$1.7K	Hold
2023 Q2	$1.74K	Buy